Sales & Earnings
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Stock Watch: Advanced Therapies Deliver Fourth-Quarter Flop
As drug pricing continues its ascent among hot button issues, the multi-million-dollar price tags for one-and-done advanced therapies, their justification and reimbursement all remain unaligned.
Merck KGaA Wants Your Drugs
Still reeling from the loss of evobrutinib, the German group needs to buy in innovation.
Bayer Talks Up Pharma Prospects Post-Xarelto
The pharmaceutical division is expected to be the three-pillared German group's primary growth driver for the foreseeable future and the launch of new cardiovascular and woman's health products should help manage the loss of exclusivity on Bayer's biggest earner.
UCB Buoyant As Bimzelx Starts To Deliver
The Belgian drugmaker’s faith in the psoriasis drug is looking to be well placed and with other indications coming aboard, sales forecasts of around €5bn-6bn for the pipeline-in-a-product seem very achievable.
Stock Watch: Oncology Sands Shift At AstraZeneca And Merck
When AstraZeneca closed out big pharma earnings season, its usually dominant therapeutic franchise missed analysts’ expectations. Merck’s, on the other hand, did not disappoint.
Sales Of BioMarin’s Hemophilia Gene Therapy Move At Glacial Pace
Analysts had forecast Q4 Roctavian sales of $5m-$6m, but they came in shy of $3m, and uptake has not yet come to reflect apparent demand.
A Myrbetriq Battle Is Brewing And Why It Matters
Zydus and Lupin are gearing up for the US launch of a generic to Astellas Pharma’s blockbuster drug Myrbetriq (mirabegron) while Aurobindo expects a longer wait. Meanwhile, Torrent is preparing to defend its market share in chronic therapies in India as other companies increasingly target this segment
Bausch + Lomb Dry Eye Franchise Ahead Of Growth Targets
Having acquired Xiidra from Novartis and getting US approval of Miebo in 2023, B+L’s two-product dry eye franchise delivered 66% year-over-year growth during Q4 2023.
Ionis Confident In Wainua Expansion Strategy Despite Alnylam Trial Changes
Investors are closely following a Phase III study testing Wainua in ATTR cardiomyopathy, which could read out early in 2025.
Stock Watch: Novo Edges Ahead Of Lilly In GLP-1 Agonist Battle
The sales performances of the GLP-1 agonists dominated the earnings of Novo Nordisk and Lilly, with both stocks hitting 52-week highs after their results. But one moved ahead of the other in an important strategic bottleneck.
Almirall Adds Novo Nordisk Drug To Dermatology Pipeline
The Spanish drugmaker has licensed an IL-21 inhibitor which has been sitting on the shelf at Novo Nordisk and plans to start Phase II trials soon for as-yet undisclosed dermatological diseases.
Biocon Eyes 'Foothold To Stronghold' For (b)Humira In US, Pauses RH-Insulin Program
Biocon sees some wins for biosimilar adalimumab in the US and signals more opportunities amid the slower than anticipated build-out for Humira rivals. Chinese competition looms for glargine, but the Indian company declares it “will be competitive if these folks launch.”
Genmab On The Hunt For Late-Stage Assets
The Danish biotech has dipped its toe into co-commercialization recently and is seeking more candidates that are getting closer to the market.
Sage Sees New Diagnosis Trend In PPD As Zurzuvae Launch Gets Off The Ground
It’s early days in the launch of Zurzuvae for postpartum depression, but Sage highlighted encouraging prescription trends during the company’s fourth quarter sales and earnings call.
Could US Drug Shortages Worsen After Aurobindo’s Eugia Plant Setbacks?
FDA’s observations at Aurobindo subsidiary Eugia's plant in India and a new one in New Jersey could lead to more drug shortages in the US, particularly injectables, though the company aims to streamline production by end-March. Meanwhile, it will capitalize on the “sizable opportunity” from the EU's list of critical medicines while launching a Herceptin biosimilar in India
Flat Is The New Up As Biogen Anticipates Stabilizing Product Revenue In 2024
With its multiple sclerosis legacy under various pressures but four new drugs in indications outside of MS, the company expects flat product revenue in 2024 after a 3.8% decline in 2023.
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